Ameritas Advisory Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Ameritas Advisory Services’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.93M	Sell	40,722 -28,868	-41%	-$2.77M	0.08%	236
2026 Q1	$6.3M	Sell	69,590 -3,200	-4%	-$299K	0.24%	97
2025 Q4	$6.51M	Buy	72,790 +51,987	+250%	+$4.6M	0.24%	94
2025 Q3	$1.82M	Sell	20,803 -5,012	-19%	-$426K	0.12%	152
2025 Q2	$2.16M	Sell	25,815 -7,832	-23%	-$622K	0.11%	178
2025 Q1	$2.45M	Sell	33,647 -1,887	-5%	-$141K	0.1%	197
2024 Q4	$2.5M	Sell	35,534 -755	-2%	-$55.7K	0.09%	213
2024 Q3	$2.83M	Sell	36,289 -947	-3%	-$70.9K	0.12%	172
2024 Q2	$2.7M	Sell	37,236 -7,961	-18%	-$586K	0.1%	198
2024 Q1	$3.32M	Buy	45,197 +1,486	+3%	+$106K	0.14%	157
2023 Q4	$3.07M	Sell	43,711 -11,362	-21%	-$749K	0.17%	123
2023 Q3	$3.52M	Buy	55,073 +32,939	+149%	+$2.21M	0.18%	113
2023 Q2	$1.47M	Sell	22,134 -28,622	-56%	-$1.94M	0.19%	125
2023 Q1	$3.46M	Sell	50,756 -3,023	-6%	-$198K	0.17%	114
2022 Q4	$3.31M	Buy	53,779 +12,384	+30%	+$729K	0.15%	139
2022 Q3	$2.18M	Sell	41,395 -8,184	-17%	-$481K	0.13%	159
2022 Q2	$2.92M	Buy	49,579 +6,741	+16%	+$432K	0.17%	131
2022 Q1	$2.98M	Buy	42,838 +6,991	+20%	+$495K	0.11%	152
2021 Q4	$2.68M	Buy	+35,847	New	+$2.69M	0.1%	178

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameritas Advisory Services's IEFA Position: Q2 2026 in Review

Ameritas Advisory Services reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 41% in Q2 2026, selling an estimated $2.77M and leaving 40,722 shares worth $3.93M. The position accounts for 0.08% of the portfolio, ranked #236.

Ameritas Advisory Services first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.51M in Q4 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Ameritas Advisory Services held 40,722 shares of iShares Core MSCI EAFE ETF worth $3.93M as of Q2 2026.
Ameritas Advisory Services sold 28,868 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.77M.
iShares Core MSCI EAFE ETF made up 0.08% of Ameritas Advisory Services's portfolio in Q2 2026, its #236 holding.
Ameritas Advisory Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's iShares Core MSCI EAFE ETF position peaked at $6.51M in Q4 2025.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.